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On April 2, 2023 in Estate Planning by Leighton Tyau
What is an Irrevocable Living Trust in Phoenix, Arizona
An irrevocable living trust is a powerful tax & estate planning tool. It can protect the assets placed in trust from future creditors, divorce, and Medicaid. It can also function as a will substitute, allowing your family members to avoid probate. But what is it? This article will tell you what an irrevocable living trust […]
On March 20, 2023 in Estate Planning by Leighton Tyau
What Is a Trust Protector and Why Should You Consider One?
A trust protector is a relatively new concept in the realm of estate planning and trusts, but is quickly gaining favor in many dynasty trust plans.
On January 19, 2023 in Estate Planning by Leighton Tyau
Wealth Management: Grantor Retained Income Trusts (GRITs)
GRITs, also known as Grantor Retained Income Trusts (GRITs), are a type of estate planning tool used to transfer assets to a trust while still retaining the right to receive income from those assets. This can be an attractive option for individuals who want to transfer wealth to their heirs but also want to continue […]
On January 19, 2023 in Estate Planning by Leighton Tyau
Spousal Lifetime Access Trust (SLAT)
What You Need to Know About the Spousal Lifetime Access Trust (SLAT) Preserving intergenerational wealth means keeping costs low. The biggest costs most of us face are taxes. The estate tax will take a 40% chunk out of your wealth when it passes to the next generation and the generation skipping transfer tax will take […]